U guys must try won't regret

TSMC Drops: Can 2nm Expansion Offset OpenAI Demand Shadow?

Taiwan Semiconductor (TSM) fell 3.12% today as OpenAI's reported miss on internal growth targets raised concerns about the pace of AI training chip demand and put advanced-node utilization rates under scrutiny. Simultaneously, TSMC has announced a 70% capacity increase for its 2nm process node to meet future AI compute demand — a sharp divergence from near-term demand uncertainty. Can capex timing align with actual demand? Will OpenAI's short-term turbulence undermine the logic behind TSMC's 2nm expansion?

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